Who owns OAEM?
OneAscent Emerging Markets ETF · OneAscent
31 institutions reported holding OAEM, worth $113.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of OAEM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| OneAscent Financial Services LLC | Birmingham, AL | $42.5M | 851,460 | −29,503 shares |
| OneAscent Wealth Management LLC | Birmingham, AL | $21.2M | 424,946 | −23,484 shares |
| Proficio Capital Partners LLC | Newton, MA | $15.2M | 305,137 | New position |
| Atria Investments, Inc | Charlotte, NC | $5.2M | 103,903 | +10,454 shares |
| OneAscent Family Office, LLC | Birmingham, AL | $3.8M | 76,923 | −3,267 shares |
| Jane Street Group, LLC | New York, NY | $2.9M | 58,965 | +47,900 shares |
| Inspire Advisors, LLC | Meridian, ID | $2.7M | 53,681 | +12,379 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $2.4M | 48,790 | +8,576 shares |
| Old Mission Capital LLC | Chicago, IL | $2.2M | 43,619 | −3,255 shares |
| First Heartland Consultants, Inc. | Lake St. Louis, MO | $2.1M | 41,978 | +4,017 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns OAEM?
31 institutional managers reported holding OAEM in Form 13F filings for June 30, 2026, worth $113.1M in total. The largest reported position was held by OneAscent Financial Services LLC, at $42.5M.
Did institutions buy or sell OAEM last quarter?
Reported 13F value rose 47.4% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is OAEM ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.